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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,093 | $99,668-29.7% | $86,451-18.9% | $134,545-47.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -34.09% | 6789.61%-6823.7pp | 4398.51%-4432.6pp | 418.37%-452.5pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,459 | $7,249+85.7% | $6,953+93.6% | $6,401+110.3% |
| Admin fee / account holder | $14,365 | $8,377+71.5% | $6,734+113.3% | $11,431+25.7% |